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Tag: accounting

BOI Reporting- A Simple, Step-by-Step Guide

Written by Adam Watson on . Posted in Uncategorized. 1 Comment on BOI Reporting- A Simple, Step-by-Step Guide

Welcome to our BOI Reporting Guide, a straightforward, step-by-step approach to help you navigate the new filing requirements under the Corporate Transparency Act. If you’ve read our previous post on the BOI filing requirements, and want some guidance to submit your report, please use these general step by step instructions. If you have specific questions, please don’t hesitate to ask: Step 1: Head to the BOI Filing System Go to the landing page for BOI E-filing, HERE. Then, choose “File...

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BOI Reporting- What You Need to Know

Written by Adam Watson on . Posted in Uncategorized.

We have been getting a lot of questions from clients about the new Beneficial Ownership Information (BOI) Reporting.  For those of you who don’t know, this is a new requirement of the Corporate Transparency Act (CTA).  While the Act was passed a few years ago, the reporting provisions didn’t officially start until January 1, 2024. What is BOI Reporting and Why Does It Matter? These rules will apply to most corporations and LLCs formed in the United States.  For entities that existed...

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